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Disclosery

AE Wealth Management LLC: SPIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on SPIP, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 785 SPIP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 785 shares
    Change vs previous 13F -2,317 shares

    <0.01% of the 13F portfolio, value $20,151.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,102 shares
    Change vs previous 13F -55,776 shares

    <0.01% of the 13F portfolio, value $80,672.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,878 shares
    Change vs previous 13F +8,239 shares

    0.01% of the 13F portfolio, value $1,527,891.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,639 shares
    Change vs previous 13F +42,251 shares

    0.01% of the 13F portfolio, value $1,332,567.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,388 shares
    Change vs previous 13F +7,509 shares

    <0.01% of the 13F portfolio, value $218,597.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 879 shares
    Change vs previous 13F -73 shares

    <0.01% of the 13F portfolio, value $23,176.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 952 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,083.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).